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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $13,348 |
ROBERT ROSSI & CO4 years Service code 10 299 MAIN ST 2ND FL · OLYPHANT, PA 18447 | Accounting | $11,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,411 | $77,472-4.0% | $100,415-25.9% | $80,959-8.1% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.1pp | 67.7%+19.0pp |
| Annual return | 11.32% | 37.26%-25.9pp | 49.47%-38.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,283 | $2,800-18.5% | $3,943-42.1% | $2,757-17.2% |
| Participant deferral / active EE | $2,614 | $6,818-61.7% | $8,091-67.7% | $4,300-39.2% |
| Admin fee / account holder | $70 | $5,885-98.8% | $7,906-99.1% | $6,925-99.0% |